Re: A BASH script to help get tax-related data from gnucash

2017-12-16 Thread Dr. David Kirkby - Kirkby Microwave Ltd 

On 12/16/17 02:40 PM, David Carlson wrote:

Could this script be referenced somewhere in the GnuCash WIKI?

David C


It would be nice if it was POSIX compliant, so work on any UNIX system.


--
Dr. David Kirkby Ph.D CEng MIET
Kirkby Microwave Ltd
Registered office: Stokes Hall Lodge, Burnham Rd, Althorne, Essex, CM3 6DT, UK.
Registered in England and Wales, company number 08914892.
http://www.kirkbymicrowave.co.uk/
Tel: 07910 441670 / +44 7910 441670 (0900 to 2100 GMT only please)
___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: A BASH script to help get tax-related data from gnucash

2017-12-16 Thread David Carlson 
Could this script be referenced somewhere in the GnuCash WIKI?

David C

On Sat, Dec 16, 2017 at 3:44 AM, David T. via gnucash-user <
gnucash-user@gnucash.org> wrote:

> I’m sorry. Your original characterization was vague, and I didn’t
> understand what your issue with that report was. I see what you are noting,
> although it’s not something that bothers me. FWIW, I would probably dump
> the report into a spreadsheet and munge the data there if the redundancies
> were an issue.
>
> Nevertheless, thanks for sharing your script; perhaps it will help others
> out!
>
> Cheers,
> David
>
> > On Dec 15, 2017, at 8:22 PM, azalea4va 
> wrote:
> >
> > GnuCash - User mailing list wrote
> >> If you have set the accounts as tax-related, why wouldn't you use the
> Tax
> >> Schedule Report?
> >
> > I thought I addressed that in my post when I said "I find the provided
> "Tax
> > Schedule Report" as being les than ideal in its presentation of the
> > information I seek."
> >
> > Look at the attached screenshot where I have side-by-side the portions of
> > the two reports information about "Tax Prep" expenses,  tax-prep.png
> >   .
> The Tax
> > Schedule report has 4 lines vs 1 in the Income Statement and the Tax
> > Schedule is almost twice as wide.  They convey the same USEFUL
> information
> > but the Tax Schedule takes almost 8 times the space.  Additionally,
> there is
> > the "noise" of other info on the Tax Schedule that intereferes with
> easily
> > accessing the info I want.  Please understand that this example is just
> > showing one data item, so the "noise" is not a major issue.  But when one
> > looks at the entire report with hundreds of lines of output (most of it
> > noise), then the noise really gets in the way. Yes the tax Schedule also
> > gives the line number on the tax form.  But that is useless info for
> me.  I
> > use tax prep software so I am not dealing with line numbers in forms.
> But
> > also, it is not a number I can rely on as depending on the version of
> > gnucash and the tax year, that number will not always be accurate.
> >
> > In addition, because of the lack of noise in the Income Statement, it is
> > easy to copy/paste the tax-related data into a spreadsheet (or whatever).
> > Yes, getting info out of gnucash for use in other things is something of
> > value to me. For example, in a spreadsheet where I have an added column
> that
> > tracks if a data item will have a tax form being sent to me and if that
> form
> > has been received or not. The spreadsheet makes it easy to keep track of
> > cross checking received form data with data in gnucash and data entered
> into
> > the tax return itself.
> >
> > So for those reasons, I find the Income Statement format more useful.  I
> am
> > not saying the Income Statement is "better" for everyone, just that I
> find
> > it a useful alternative. Your mileage may vary.  I offer the tool for
> anyone
> > who finds it of value.
> >
> >
> >
> > --
> > Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-
> f1415819.html
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: A BASH script to help get tax-related data from gnucash

2017-12-16 Thread David T. via gnucash-user 
I’m sorry. Your original characterization was vague, and I didn’t understand 
what your issue with that report was. I see what you are noting, although it’s 
not something that bothers me. FWIW, I would probably dump the report into a 
spreadsheet and munge the data there if the redundancies were an issue.

Nevertheless, thanks for sharing your script; perhaps it will help others out!

Cheers,
David

> On Dec 15, 2017, at 8:22 PM, azalea4va  wrote:
> 
> GnuCash - User mailing list wrote
>> If you have set the accounts as tax-related, why wouldn't you use the Tax
>> Schedule Report?  
> 
> I thought I addressed that in my post when I said "I find the provided "Tax
> Schedule Report" as being les than ideal in its presentation of the
> information I seek."
> 
> Look at the attached screenshot where I have side-by-side the portions of
> the two reports information about "Tax Prep" expenses,  tax-prep.png
>   .  The Tax
> Schedule report has 4 lines vs 1 in the Income Statement and the Tax
> Schedule is almost twice as wide.  They convey the same USEFUL information
> but the Tax Schedule takes almost 8 times the space.  Additionally, there is
> the "noise" of other info on the Tax Schedule that intereferes with easily
> accessing the info I want.  Please understand that this example is just
> showing one data item, so the "noise" is not a major issue.  But when one
> looks at the entire report with hundreds of lines of output (most of it
> noise), then the noise really gets in the way. Yes the tax Schedule also
> gives the line number on the tax form.  But that is useless info for me.  I
> use tax prep software so I am not dealing with line numbers in forms.  But
> also, it is not a number I can rely on as depending on the version of
> gnucash and the tax year, that number will not always be accurate. 
> 
> In addition, because of the lack of noise in the Income Statement, it is
> easy to copy/paste the tax-related data into a spreadsheet (or whatever).
> Yes, getting info out of gnucash for use in other things is something of
> value to me. For example, in a spreadsheet where I have an added column that
> tracks if a data item will have a tax form being sent to me and if that form
> has been received or not. The spreadsheet makes it easy to keep track of
> cross checking received form data with data in gnucash and data entered into
> the tax return itself.
> 
> So for those reasons, I find the Income Statement format more useful.  I am
> not saying the Income Statement is "better" for everyone, just that I find
> it a useful alternative. Your mileage may vary.  I offer the tool for anyone
> who finds it of value.
> 
> 
> 
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: A BASH script to help get tax-related data from gnucash

2017-12-15 Thread azalea4va 
GnuCash - User mailing list wrote
> If you have set the accounts as tax-related, why wouldn't you use the Tax
> Schedule Report?  

I thought I addressed that in my post when I said "I find the provided "Tax
Schedule Report" as being les than ideal in its presentation of the
information I seek."

Look at the attached screenshot where I have side-by-side the portions of
the two reports information about "Tax Prep" expenses,  tax-prep.png
  .  The Tax
Schedule report has 4 lines vs 1 in the Income Statement and the Tax
Schedule is almost twice as wide.  They convey the same USEFUL information
but the Tax Schedule takes almost 8 times the space.  Additionally, there is
the "noise" of other info on the Tax Schedule that intereferes with easily
accessing the info I want.  Please understand that this example is just
showing one data item, so the "noise" is not a major issue.  But when one
looks at the entire report with hundreds of lines of output (most of it
noise), then the noise really gets in the way. Yes the tax Schedule also
gives the line number on the tax form.  But that is useless info for me.  I
use tax prep software so I am not dealing with line numbers in forms.  But
also, it is not a number I can rely on as depending on the version of
gnucash and the tax year, that number will not always be accurate. 

In addition, because of the lack of noise in the Income Statement, it is
easy to copy/paste the tax-related data into a spreadsheet (or whatever).
Yes, getting info out of gnucash for use in other things is something of
value to me. For example, in a spreadsheet where I have an added column that
tracks if a data item will have a tax form being sent to me and if that form
has been received or not. The spreadsheet makes it easy to keep track of
cross checking received form data with data in gnucash and data entered into
the tax return itself.

So for those reasons, I find the Income Statement format more useful.  I am
not saying the Income Statement is "better" for everyone, just that I find
it a useful alternative. Your mileage may vary.  I offer the tool for anyone
who finds it of value.



--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: A BASH script to help get tax-related data from gnucash

2017-12-15 Thread David T. via gnucash-user 
If you have set the accounts as tax-related, why wouldn't you use the Tax 
Schedule Report?  
This works rather well, especially if you assign specific tax lines to your 
accounts. See chapter 10 of the help for detailed instructions. 
David

 
 
  On Fri, Dec 15, 2017 at 13:17, azalea4va wrote:  
 I just started using gnucash this summer, so I am investigating using it to
assist in tax preparation for the first time.  I have gone through the
process of marking all income/expense accounts as tax-related.  But I find
the provided "Tax Schedule Report" as being les than ideal in its
presentation of the information I seek.  (There seems to be an issue with
gnucash in general, the information formats frequently lack clarity and
conciseness so one must wade through lots of "noise" to get the desired
info.  Look at the listing for the general ledger and more than 50% of the
screen is white-space.)

What I have found useful is using the "Income Statement Report", configured
to use exactly those accounts which are tax-related.  I have found no easy
way to accomplish that configuration in gnucash (I must manually click all
those accounts on the account config page, hoping I accurately remember them
all).  So I wrote a BASh script to extract a tax-related account listing
from a gnucash file.  The output from that script includes a line that can
be inserted into the configuration for a report in the
'~/.gnucash/saved-reports-2.4' file so that report will process exactly
those tax-related files.

I provide that script here for those linux geeks who are comfortable
manually editting gnucash configuration files and may find the script 
get-tax-acct.get-tax-acct
  
of use.



--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
  
___
gnucash-user mailing list
gnucash-user@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.